TRCT
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Tower Research Capital (TRC)’s HealthEquity HQY Stock Holding History

Tower Research Capital (TRC)’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$694K Buy
8,304
+2,262
+37% +$186K 0.02% 715
2025
Q4 		$554K Buy
6,042
+569
+10% +$54.5K 0.01% 776
2025
Q3 		$519K Sell
5,473
-8,648
-61% -$814K 0.01% 831
2025
Q2 		$1.48M Buy
14,121
+9,742
+222% +$923K 0.04% 391
2025
Q1 		$387K Sell
4,379
-3,868
-47% -$397K 0.01% 993
2024
Q4 		$791K Buy
8,247
+4,237
+106% +$395K 0.02% 759
2024
Q3 		$328K Sell
4,010
-11,605
-74% -$895K 0.01% 1178
2024
Q2 		$1.35M Buy
15,615
+12,523
+405% +$1.01M 0.02% 584
2024
Q1 		$252K Sell
3,092
-9,023
-74% -$705K 0.01% 1269
2023
Q4 		$803K Buy
12,115
+6,607
+120% +$458K 0.01% 1013
2023
Q3 		$402K Sell
5,508
-689
-11% -$46.5K 0.01% 999
2023
Q2 		$391K Buy
6,197
+1,404
+29% +$81.4K 0.01% 1134
2023
Q1 		$281K Buy
4,793
+990
+26% +$60.1K 0.01% 1174
2022
Q4 		$234K Sell
3,803
-5,490
-59% -$369K 0.01% 1206
2022
Q3 		$624K Buy
9,293
+3,160
+52% +$200K 0.01% 973
2022
Q2 		$376K Buy
6,133
+3,135
+105% +$201K 0.01% 1314
2022
Q1 		$202K Sell
2,998
-2,971
-50% -$160K ﹤0.01% 1718
2021
Q4 		$264K Buy
5,969
+1,273
+27% +$74.1K ﹤0.01% 1557
2021
Q3 		$304K Sell
4,696
-4,092
-47% -$284K 0.01% 1393
2021
Q2 		$707K Sell
8,788
-2,196
-20% -$167K 0.02% 915
2021
Q1 		$747K Buy
10,984
+5,011
+84% +$394K 0.01% 934
2020
Q4 		$416K Sell
5,973
-69,457
-92% -$4.32M 0.01% 1135
2020
Q3 		$3.87M Buy
75,430
+52,432
+228% +$2.88M 0.04% 123
2020
Q2 		$1.35M Buy
+22,998
New +$1.27M 0.06% 365
2020
Q1 		– Sell
-4,050
Closed -$300K – 3416
2019
Q4 		$300K Buy
4,050
+2,513
+164% +$157K 0.02% 444
2019
Q3 		$88K Buy
1,537
+493
+47% +$32.7K 0.01% 1432
2019
Q2 		$68K Buy
1,044
+619
+146% +$43.1K ﹤0.01% 1407
2019
Q1 		$31K Buy
+425
New +$29.9K ﹤0.01% 2015
2018
Q4 		– Sell
-4,670
Closed -$441K – 4039
2018
Q3 		$441K Buy
4,670
+2,229
+91% +$192K 0.03% 550
2018
Q2 		$183K Sell
2,441
-4,963
-67% -$356K 0.01% 1108
2018
Q1 		$448K Buy
+7,404
New +$401K 0.04% 528
2017
Q4 		– Sell
-3,729
Closed -$189K – 3722
2017
Q3 		$189K Buy
+3,729
New +$174K 0.02% 805
2017
Q2 		– Sell
-168
Closed -$7K – 3023
2017
Q1 		$7K Sell
168
-665
-80% -$29.4K ﹤0.01% 1997
2016
Q4 		$34K Buy
+833
New +$32.2K ﹤0.01% 1689
2016
Q2 		– Sell
-465
Closed -$11K – 4651
2016
Q1 		$11K Sell
465
-237
-34% -$5.08K ﹤0.01% 1859
2015
Q4 		$18K Sell
702
-616
-47% -$18.9K ﹤0.01% 1404
2015
Q3 		$39K Buy
+1,318
New +$41.4K ﹤0.01% 1193
2015
Q2 		– Sell
-190
Closed -$5K – 4652
2015
Q1 		$5K Sell
190
-26
-12% -$564 ﹤0.01% 3239
2014
Q4 		$5K Buy
+216
New +$4.69K ﹤0.01% 2715

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tower Research Capital (TRC)'s HQY Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its HealthEquity (HQY) stake by 37% in Q1 2026, buying an estimated $186K and bringing the position to 8,304 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #715.

Tower Research Capital (TRC) first reported a position in HQY in Q4 2014 and has held it in 39 quarters since. The position peaked at $3.87M in Q3 2020. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Tower Research Capital (TRC) held 8,304 shares of HealthEquity worth $694K as of Q1 2026.
  • Tower Research Capital (TRC) bought 2,262 HealthEquity shares in Q1 2026, an estimated $186K.
  • HealthEquity made up 0.02% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #715 holding.
  • Tower Research Capital (TRC) first reported a position in HealthEquity in Q4 2014 and has held it in 39 quarters since.
  • Tower Research Capital (TRC)'s HealthEquity position peaked at $3.87M in Q3 2020.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.